Wealth Management & Insurance Planning Specialist

HUB International•Vancouver, BC

1d•CA$55,000 - CA$65,000•Hybrid

About The Position

About The Role As a Wealth Management & Insurance Planning Specialist, you will play a vital role in growing and retaining HUB's client portfolios. In this position, you'll have the opportunity to take over and expand upon an existing client base from HUB’s established book(s) of business. Your responsibilities will include maintaining and nurturing current client relationships, offering financial planning and risk management advice, and establishing new connections both within and beyond your existing portfolio.

Requirements

Certified Life Insurance Agent (completion of LLQP)
Mutual Fund licensed
In-depth knowledge of segregated funds, mutual funds, GIA’s, annuities, and life insurance products
Advanced financial planning knowledge and experience
Positive attitude, approachable and engaging
Reliable and responsive to customer service inquiries/needs
Clear written and oral communication skills; can express a concept clearly and concisely
Demonstrates competence using MS Office, CRM, and planning software(s)

Responsibilities

Initiate proactive communication with existing clients to maintain strong relationships and ensure their financial needs are met
Cultivate new client relationships by identifying potential clients and demonstrating the value of our services
Offer comprehensive financial planning services that encompass insurance and investment strategies.
Analyze clients' financial situations, goals, and risk tolerance to tailor personalized financial plans.
Complete insurance and investment applications, ensuring accuracy and compliance with regulatory requirements.
Execute various financial transactions and trades on behalf of clients with precision and timeliness.
Identify potential areas for portfolio growth and propose suitable strategies to clients
Stay up-to-date with the latest industry trends, financial products, and regulatory changes.
Continuously enhance expertise in insurance, mutual funds, segregated funds, GIA’s, annuities and other financial products to provide the best advice to clients.

Benefits

Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
extended health benefits
disability insurance
RRSP matching
paid-time-off benefits
eligible bonuses